Retirement plan

MOELLER LAW OFFICE PC PROFIT SHARING PLAN

Name: MOELLER LAW OFFICE PC - MOELLER LAW OFFICE PC PROFIT SHARING PLAN (2017) Form 5500
Creator: MOELLER LAW OFFICE PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOELLER LAW OFFICE PC PROFIT SHARING PLAN, MOELLER LAW OFFICE PC

MOELLER LAW OFFICE PCEIN 86-0255683Plan #004PY 2017

3433 E FT LOWELL RD 105 - TUCSON, AZ 85716520-795-8852moellerlegal.comLinkedIn1-10 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$290K

+23.7% from 2016

Total participants

-25.0% from 2016

Average account balance

$96,827

+64.9% from 2016

Annual return

18.30%

+10.33 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$746K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$124K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$3953 / participant

Other / not subdivided$12K100.0%

% of EOY assets

4.082%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,827

$150,442-35.6%

$136,295-29.0%

$147,585-34.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

18.30%

1049.09%-1030.8pp

5155.97%-5137.7pp

578.56%-560.3pp

Employer contribution / active EE

$1,840

$5,256-65.0%

$4,695-60.8%

$4,876-62.3%

Participant deferral / active EE

$6,327

$6,630-4.6%

$6,247+1.3%

$5,439+16.3%

Admin fee / account holder

$3,953

$10,905-63.8%

$9,243-57.2%

$10,885-63.7%

MOELLER LAW OFFICE PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOELLER LAW OFFICE PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion